SEP, SARSEP and SIMPLE Plans

1,534 topics in this forum

1. SEP Amendment Mid-Year?

   By Guest Steve Benjamin, May 11, 2009
   • 4 replies
   • 2.2k views
   • 
   • Appleby
   • May 14, 2009

2. SIMPLE to 401k

   By Guest Bob Monte, January 9, 2003
   • 4 replies
   • 1.3k views
   • 
   • Guest
   • January 14, 2003

3. Terminate Safe Harbor 401(k)/Start SIMPLE

   By MarZDoates, November 1, 2006
   • 4 replies
   • 1.8k views
   • 
   • MarZDoates
   • November 2, 2006

4. Controlled group and SImple IRA

   By Tom, May 9, 2018
   • 4 replies
   • 5.9k views
   • 
   • Larry Starr
   • May 11, 2018

5. Can an executor of a dead farmer's estate make a SEP contribution on the final return in the year of the farmer's death?

   By Guest Robert Lees, December 1, 1998
   • 3 replies
   • 2.5k views
   • 
   • Gary Lesser
   • October 4, 2003

6. Excess Contributions to SARSEP due to Compensation Error

   By Guest nihalsa, January 22, 2001
   • 3 replies
   • 1.4k views
   • 
   • Gary Lesser
   • January 30, 2001

7. SEP IRA

   By Guest mattsmalls, July 15, 2010
   • 3 replies
   • 1.2k views
   • 
   • GMK
   • July 16, 2010

8. Operational Failure in SARSEP

   By Spodie, February 5, 2013
   • 3 replies
   • 1.4k views
   • 
   • Spodie
   • March 13, 2013

9. No Longer Eligible for SARSEP

   By Guest JB2, December 21, 1998
   • 3 replies
   • 2.1k views
   • 
   • Guest
   • December 22, 1998

10. SEP Eligibility and Deduction Limit

    By Guest rgorman, August 1, 2003
    • 3 replies
    • 1.3k views
    • 
    • Gary Lesser
    • August 5, 2003

11. Directors Fees

    By Guest cfpinyo, December 8, 2010
    • 3 replies
    • 2.2k views
    • 
    • K2retire
    • December 9, 2010

12. Multiple SEP Plans for One Employer

    By JustMe, February 16, 2021
    • 3 replies
    • 1.2k views
    • 
    • JustMe
    • February 17, 2021

13. SEP IRA with no corporation or LLC

    By Dfwguy, March 28, 2019   

    • sepira simple ira 401k
    • 3 replies
    • 742 views
    • 
    • jpod
    • March 29, 2019

14. Is SEP a Plan for 5500 $100,000 rule?

    By Guest Lisa Karlin, August 21, 2003
    • 3 replies
    • 1.4k views
    • 
    • Gary Lesser
    • August 22, 2003

15. Simple Ira

    By Guest 401kproman, February 19, 2002
    • 3 replies
    • 1.7k views
    • 
    • Gary Lesser
    • February 21, 2002

16. SEP v. SARSEP v. PROFIT SHARING PLAN

    By Guest inquiry2, October 27, 2003
    • 3 replies
    • 1.4k views
    • 
    • Gary Lesser
    • October 28, 2003

17. Distributions for Terminated Participants of SIMPLE plans

    By Guest Peck, January 7, 1999
    • 3 replies
    • 2k views
    • 
    • Guest
    • January 20, 1999

18. Do SEPS have the same level of protection from creditors as does let's say a 401(k)?

    By Guest sugar daddy, September 7, 2011
    • 3 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • September 10, 2011

19. Simple 401(k) PLan

    By Guest Dee Kratz, October 24, 2002
    • 3 replies
    • 1.3k views
    • 
    • Gary Lesser
    • October 31, 2002

20. Contributions to 401(k) and SEP?

    By Guest Thomas2006, March 3, 2009
    • 3 replies
    • 1.8k views
    • 
    • Jim Chad
    • March 14, 2009

21. Rolling profit sharing to a SEP IRA?

    By Guest sugar daddy, August 3, 2011
    • 3 replies
    • 1.6k views
    • 
    • masteff
    • August 4, 2011

22. Control Group Question - 415(h)

    By Guest Steve Palmer, March 25, 2009
    • 3 replies
    • 3.9k views
    • 
    • Guest
    • September 13, 2011

23. SIMPLE 401 (k)

    By 12AX7, August 4, 2011
    • 3 replies
    • 1.4k views
    • 
    • 12AX7
    • August 10, 2011

24. Direct rollover or direct transfer?

    By Guest Carl C, September 22, 2000
    • 3 replies
    • 3.3k views
    • 
    • Guest
    • October 4, 2000

25. SARSEP to Qualified Plan

    By Guest jcj, October 28, 2003
    • 3 replies
    • 1.4k views
    • 
    • Appleby
    • October 28, 2003

26. Can a small business have 2 SEP Ira accounts?

    By Guest confusedbusiness, October 3, 2009
    • 3 replies
    • 5.3k views
    • 
    • Guest
    • October 6, 2009

27. Termination of SIMPLE IRA - Required Disclosure

    By Guest pcohen, December 17, 2008
    • 3 replies
    • 3.9k views
    • 
    • jlea
    • December 18, 2008

28. SEP IRA question

    By Doublehill, January 3, 2020
    • 3 replies
    • 1.7k views
    • 
    • spiritrider
    • January 6, 2020

29. Terminating SIMPLE IRA and starting 401(k)

    By cdavis25, December 28, 2011
    • 3 replies
    • 1.8k views
    • 
    • ETA Consulting LLC
    • December 28, 2011

30. SEP - Missed Contributions for Multiple Years

    By Zoey, March 8, 2011
    • 3 replies
    • 1.4k views
    • 
    • Lou S.
    • March 9, 2011

31. Excess employer contributions to SIMPLE IRA since 2007

    By gc@chimentowebb.com, February 14, 2022
    • 3 replies
    • 1k views
    • 
    • Bird
    • February 15, 2022

32. Simple IRA for W-2 employees and 1099s

    By Jeannine, January 13, 2023
    • 3 replies
    • 2.3k views
    • 
    • Bri
    • January 16, 2023

33. Acquiring SIMPLE IRA

    By Guest CJErisa, November 17, 2011
    • 3 replies
    • 1.8k views
    • 
    • Bird
    • November 18, 2011

34. Company with SARSEP purchasing Company with 401(k)

    By Guest philc, July 16, 2004
    • 3 replies
    • 1.5k views
    • 
    • Gary Lesser
    • July 22, 2004

35. SIMPLE plan for LLC

    By Guest bmurphy, March 20, 2002
    • 3 replies
    • 1.9k views
    • 
    • Gary Lesser
    • March 22, 2002

36. fixing missed contribution

    By wsp, December 5, 2003
    • 3 replies
    • 3.4k views
    • 
    • Gary Lesser
    • December 6, 2003

37. Compenastion limit on Simple Plan

    By mjf06241972, November 10, 2020
    • 3 replies
    • 1.1k views
    • 
    • austin3515
    • November 12, 2020

38. Rev. Proc. 2003-44 -- SIMPLE Plans covered

    By Guest HRlawguy, July 15, 2003
    • 3 replies
    • 1.3k views
    • 
    • Gary Lesser
    • August 14, 2003

39. 15% Limit in Partnership

    By Kathy, March 8, 1999
    • 3 replies
    • 1.8k views
    • 
    • Gary Lesser
    • March 13, 1999

40. SEP Plan Amendments

    By amadeus229, September 18, 2015
    • 3 replies
    • 1.4k views
    • 
    • Belgarath
    • February 15, 2016

41. SIMPLE 401k and regular 401k in same year

    By MGOAdmin, October 19, 2016   

    • SIMPLE 401k
    • Multiple Plans
    • 3 replies
    • 1.9k views
    • 
    • shERPA
    • November 23, 2016

42. Under EGTRRA can SAR-SEP money merge into a 401(k) Plan

    By Guest lmoser@sunamerica.com, December 6, 2001
    • 3 replies
    • 2.5k views
    • 
    • davef
    • May 17, 2002

43. Sole Proprietor Opt Out

    By rfahey, October 11, 2007
    • 3 replies
    • 2k views
    • 
    • Gary Lesser
    • October 19, 2007

44. Terminate a PS to start a SIMPLE

    By Guest jetfaninmn, June 22, 2005
    • 3 replies
    • 1.5k views
    • 
    • Gary Lesser
    • July 21, 2005

45. 501(c)6 Non-Profit

    By Archimage, July 17, 2002
    • 3 replies
    • 1.8k views
    • 
    • Gary Lesser
    • July 18, 2002

46. Terminating Simple Plan and Contribution Timing

    By mjf624, January 12, 2016
    • 3 replies
    • 1.1k views
    • 
    • mjf624
    • January 13, 2016

47. SIMPLE IRA & VCP Submission

    By SadieJane, February 6, 2017
    • 3 replies
    • 972 views
    • 
    • Gary Lesser
    • February 10, 2017

48. SARSEP to terminate,50% for yr not met, SH 401k to replace SARSEP

    By Beltane, June 22, 2005
    • 3 replies
    • 2.1k views
    • 
    • Gary Lesser
    • July 9, 2005

49. Life Insurance with SEP money

    By Guest szaidman, November 5, 2004
    • 3 replies
    • 1.1k views
    • 
    • GBurns
    • November 21, 2004

50. Real-Estate investment

    By FJR, September 1, 2004
    • 3 replies
    • 1.6k views
    • 
    • mbozek
    • September 2, 2004